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A premium estate-planning table featuring legal folders, partnership documents, and a fountain pen arranged on a polished wood surface.

Family Limited Partnerships in Estate Planning: Pros and Cons

  • by Jason Wootten
  • December 6, 2025December 3, 2025

A family limited partnership helps you transfer wealth efficiently, protect core assets, and retain control over management decisions while lowering future tax exposure. It offers clear advantages when structured well, but it also brings legal,… Family Limited Partnerships in Estate Planning: Pros and Cons

A professional estate-planning setup with organized legal documents, a fountain pen, and a leather portfolio arranged on a polished wooden table under warm natural light.

What New Tax Laws Mean for Your Estate: A 2026 Update

  • by Jason Wootten
  • December 3, 2025

You benefit from a major shift in federal estate rules in 2026: the estate tax changes raise the exemption to US$15 million per individual and US$30 million for married couples, allowing a far larger portion… What New Tax Laws Mean for Your Estate: A 2026 Update

Financial advisor reviewing estate tax documents with a couple in a modern office setting.

Preparing for the Sunset of Tax Cuts: Will Your Estate Plan Survive

  • by Jason Wootten
  • November 9, 2025November 3, 2025

Your estate plan may face higher taxes and reduced exemptions once the estate tax sunset takes effect in 2026, unless you take strategic action now. The expiration of the Tax Cuts and Jobs Act (TCJA)… Preparing for the Sunset of Tax Cuts: Will Your Estate Plan Survive

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